Curtis Wealth Management Group, LLC (St Petersburg)

Curtis Wealth Management Group, LLC is an adviser based in St Petersburg. It manages $19 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Florida.

Curtis Wealth Management Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Curtis Wealth Management Group: assets under management

The assets under management (AUM) of Curtis Wealth Management Group, LLC is $19 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Curtis Wealth Management Group, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Curtis Wealth Management Group, LLC

Kelly Gene Curtis has been acting as President since 1 Nov 2003. Michelle Louise Pagnott joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michelle Louise Pagnott	Executive vice-president	1 Nov 2003	50% - 75%	2517497
Kelly Gene Curtis	President/ceo	1 Nov 2003	50% - 75%	2089200

Based in St Petersburg

The principal office where Curtis Wealth Management Group, LLC performs its advisory services is located at 4424 45 Th St South, St Petersburg, FL 33711, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.